Published: May 14, 2024 | Updated at: May 14, 2024

Merging CRM and project management systems is a strategic move for modern businesses aiming to achieve peak efficiency and customer satisfaction. This union promises a cohesive approach to managing customer interactions and project tasks. In the following sections, we discuss the tangible benefits this integration offers to your teams and overall business processes, facilitating greater success in your projects and relationships.

Key Takeaways

  • Integrating CRM and project management tools into a singular system enhances data management, fosters inter-departmental collaboration, and offers considerable time and cost efficiencies for businesses.

  • Key features to look for in CRM project management software include customizability, client collaboration options, and the ability to generate data-driven insights for informed business decision-making.

  • For effective implementation, businesses should assess their specific needs, provide comprehensive training and support, continuously monitor the tool’s performance, and be willing to adjust strategies based on feedback and KPIs.

Understanding CRM and Project Management

Illustration of CRM and project management tools

Delving into the respective roles of project management and customer relationship management (CRM) within an organization, we find that CRM is designed as a strategic method aimed at overseeing interactions with potential and current customers. Its central objective is to foster enduring relationships while enhancing customer satisfaction, which in turn supports business expansion.

Project management stands apart by centering on the effective planning and realization of specific projects, prioritizing strict adherence to established timelines and budget constraints. Though both functions are vital for organizational efficiency, they fulfill separate needs: CRM is devoted to nurturing customer bonds over time. Project management focuses squarely on the timely delivery of projects. Whereas CRM systems specialize in ongoing engagement with clientele, project management software tends towards more ephemeral endeavors marked by distinct inception points and conclusion dates. Thus, project management augments CRM efforts through its governance over the operational facets inherent in client-centric initiatives.

The role of CRM in managing customer relationships

CRM systems aid companies by:

  • Gathering and managing customer data to enhance their comprehension of who their customers are

  • Establishing a centralized database for customer information

  • Strengthening the bonds with customers

  • Minimizing the loss of clients

  • Improving how customers perceive interactions with the company

  • Markedly improving sales outcomes

Beyond handling data, CRM tools are instrumental in boosting client satisfaction and propelling sales forward. By efficiently orchestrating customer engagements, these tools provide enterprises with essential knowledge about consumer habits and preferences. With this knowledge, businesses can customize their marketing approaches and refine their products or services—resultantly heightening customer satisfaction and expanding sales figures.

The role of project management in delivering projects

In the realm of project management, achieving customer satisfaction by delivering their requirements promptly and without exceeding the budget stands as a key objective. It is an essential procedure that guarantees efficient delivery of projects regardless of their size. This involves comprehensive planning, resource allocation, and task implementation to reach the desired goals.

Effective project management techniques enhance communication and collaboration within project teams. The use of various project management tools establishes distinct routes towards accomplishing objectives while clearly outlining each team member’s duties. This leads to fostering a collective vision among team members, which in turn helps forge a more integrated unit adept at successfully completing projects together.

Benefits of Integrating CRM and Project Management

Illustration of enhanced data management

Understanding the distinct functions of CRM and project management is a vital step towards recognizing the benefits of their convergence. A unified system that combines CRM with project management offers an all-inclusive answer, substantially improving profitability while reducing reliance on multiple disparate systems. This symbiosis enhances workflow efficiency by linking every phase from quotation to billing and improves coordination as well as consistency among teams responsible for sales, marketing, customer service, and managing projects.

This amalgamation bolsters client-focused project execution, which in turn amplifies customer contentment and loyalty. Tools that merge CRM with project management also facilitate automated marketing techniques providing tailored communication strategies along with valuable analytics necessary for progressing leads through the sales funnel and evaluating campaign performance.

Ultimately, melding CRM and project strategies doesn’t just augment internal processes. It elevates the entire experience provided to customers, resulting in mutual gains for companies embracing such integrative approaches.

Enhanced data management

The integration of CRM and project management significantly improves data management capabilities. By consolidating all project-related information, including documents and communications, within a single CRM for project management system, it eliminates the necessity to alternate between disparate software applications.

Centralizing this crucial project data fosters both efficiency and precision in managing that information. Consequently, it supports the formulation of enhanced business strategies and decision-making processes.

Improved team collaboration

Illustration of improved team collaboration

Integrated tools enhance teamwork by providing:

  • Uniform access to the same information throughout different departments of a company

  • An operational system that dismantles departmental barriers

  • Availability of data for necessary parties

  • Better cooperation amongst team members

When you have an integrated platform combining CRM and project management capabilities, it facilitates file sharing, swapping of data, and up-to-the-minute progress reports. This uniformity ensures that all participants in a project are well-informed and working together effectively. Such seamless collaboration results in increased efficiency in productivity and leads to more streamlined completion of projects.

Time and cost savings

The amalgamation of CRM and project management systems yields considerable savings in both time and expenses. Businesses can benefit from a unified platform by:

  • Eliminating the extra costs and training time required for employees to learn various applications

  • Simplifying routine business activities

  • Promoting a more economical method of managing business operations.

Key Features to Look for in CRM Project Management Software

Before delving into the top CRM and project management solutions available, it’s crucial to acquaint ourselves with essential characteristics that such software should possess. These are:

  • The capacity for customization to meet specific business requirements

  • Features enabling client collaboration for enhanced communication

  • Analytical capabilities providing data-driven insights to support strategic decisions

Other vital features you need in your toolkit include:

  • Contact management systems to efficiently organize customer data

  • Automation of workflows which aids in reducing time spent on mundane tasks

  • Visual tools within project management for a transparent representation of assignments

Looking out for integration capabilities with other important business platforms is pivotal as this can substantially increase both the flexibility and efficiency of the software.

Fully customizable CRM for project management

Halsell crm customization demo video

When choosing CRM project management software, the ability to customize it is crucial. It enables businesses to adapt the software to their unique needs, leading to improved efficiency and a better-managed workflow.

The possibility for in-depth personalization comes from leveraging APIs, which allows for seamless integration with current systems and enhances customization possibilities. Working with APIs requires programming knowledge and can take considerable time to develop such an integration.

Using free CRM software such as Halsell can get you a fully customizable crm all in one easy to use, no code workspace solution. Create custom columns, custom fields and custom workflows to manage your deal flow they way that you want it rather than adjust your workflow to meet the software limitations.

Client collaboration

Client collaboration in CRM project management

Consideration should also be given to functionalities that enhance partnership with clients. Features for project management like detailed access rights and collaborative spaces allow for varied levels of permission and cooperative settings within a CRM project management platform. Giving clients access to the CRM system can heighten openness, cut down on email correspondence, and guarantee that everyone involved is informed and in agreement.

Data-driven insights

Insights based on data are essential components in CRM project management software, offering several significant advantages.

  • Metrics of performance available instantly

  • Comprehensive reporting capabilities

  • Enhanced capacity for making well-informed decisions

  • Detection of workflow obstructions

  • Tracking and evaluating staff productivity

Such insights play a crucial role in propelling the growth of businesses and augmenting efficiency by streamlining business processes.

Top CRM and Project Management Solutions

Having a firm grasp of the crucial components that CRM project management software should possess, we can explore some of the premier options present in today’s market. Our research has culminated in identifying five outstanding performers:

  • Halsell CRM


  • Insightly

  • Zoho CRM

  • HubSpot CRM

These distinguished solutions offer an individualized array of functionalities and advantages, designed to serve an assortment of business requirements effectively.

Halsell CRM

Illustration of a team using CRM software to manage customer relationships

Kicking off our lineup is Halsell CRM, which serves as a multifunctional workspace offering a wide array of features including:

  • Customer Relationship Management (CRM)

  • Project Management

  • Voice over Internet Protocol (VoIP)

  • Scheduling capabilities

  • Team management tools

  • Digital signature solutions

  • Task management utilities

  • Mass email campaign functionality

  • Ai chat and real-time direct chat

This robust platform enables companies to consolidate their business processes and enhance productivity, positioning it as a leading choice in the current marketplace. It not only provides all-in-one workspace solutions but teaches companies a whole new way to generate leads and boost sales. Take this land acquisition process for an example.

A Suite of Workspace solutions

Halsell provides a suite of products in its workspace environment. Here is what you will get:

  • CRM (customer relationship management) - A fully customizable crm for deal flow management to close more deals and get more done. Obtain the contact information of leads through their data enrichment tool to enhance your sales teams data.

  • Projects - Project management features for task management and creating checklist items with due dates and labels and more.

  • Phone - Voip (Voice-over Internet Protocol) for calling and texting leads directly through browser. Also known for it's auto dialer that can makes up to 30 calls per seconds and leave pre-recorded voicemails in your clients inbox. Deprecate your landline and start using a remote work line for more flexibility and analytics on your work calls.

  • Chat - Ai chat app that features an ai content generator such as ai blog writing, ai image generator, and direct messaging team members individually or within a group chat channel

  • Calendar - Client side scheduling features to allow your clients to schedule their own appointments on your calendar in available slots.

  • Hancock - An electronic signature solution that streamlines the signing process by allowing documents to be signed digitally, eliminating the need for physical paperwork. This not only saves time but also reduces the costs associated with printing, scanning, and shipping documents. With enhanced security features, electronic signatures provide a verifiable and legally binding way to finalize agreements quickly and securely, from anywhere and at any time. This solution is particularly beneficial for remote teams and clients who can sign documents without the need to meet in person, thus facilitating faster transaction completions and improved overall efficiency in business operations.

  • Hmail - A comprehensive email management app that enables you to sync your own personal email account such as gmail, yahoo and outlook, and add bulk emailing capabilities directly from your own email to increase outreach and follow up with clients more frequently.

  • Forms - A form builder for creating surveys and client side forms to directly input into your CRM or Projects workflow.

  • MapGen - A GIS map with the ownership details of over 98% of the homeowners in the United States. Locate a zip code and assign the homeowners with names and addresses to your free real estate CRM or Project Management workflow for lead generation.


  • Freemium - Free forever plan

  • Starter - $5 per month per user

  • Business - $39 per month per user

  • Business Pro - $79 per month per user

image of halsell crm

Key Features for Sales Pipeline Management

  • Lead Generation - using Halsell's MapGen app to look up leads in a specific zip code allows you to generate leads in target geographical areas and assign those leads to your sales rep in your CRM workflow.

  • Data Enrichment - With the names and addresses of leads that you located from MapGen, append the data to obtain the phone and email address of those leads at the click of a button without leaving your CRM workflow.

  • Call and Text Leads - using Halsell's voip system you can call leads and text message directly through the browser using an auto dialer and pre-recorded voicemail system to improve efficiency and increase outreach.

  • Offer Letter Generator - For real estate acquisitions, generate an offer letter at the click of a button.

  • Electronic Signatures - Increase security and transparency with an electronic signature solution and get contracts signed faster with less friction.

  • Close Deals!

Illustration of a team using CRM software to manage customer relationships

Halsell has really thought about everything that you need for your entire sales cycle to streamline your sales pipeline and boost revenues. They literally built this software thinking, "How can we move as fast as possible and close more deals".

Illustration of home page excels as a work operating system that centralizes all work processes within one online platform with its strength in its Gantt and Kanban charts. It allows teams to create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with an intuitive visual interface that fits their needs.

With a strong emphasis on collaboration, integrates CRM and project management to streamline the entire pipeline from lead tracking to project delivery. It offers a CRM template that can be customized to track customer interactions and sales processes, ensuring that every team member has the most up-to-date customer information. The platform’s flexibility allows for the creation of multiple boards to manage different aspects of CRM, such as contacts, sales pipelines, and customer projects.

In terms of project management, provides tools to plan, execute, and track work. Users can assign tasks, set deadlines, and monitor project progress. The platform offers a variety of views, including Kanban, Gantt, and calendar views, which help teams visualize their workflow and stay on top of their projects. also includes time tracking, automated notifications, and reporting features to keep everyone aligned and informed.

The integration of CRM and project management within means that teams can move seamlessly from managing leads and sales to executing and delivering projects. The ability to automate workflows and integrate with other tools, such as email, calendar, and various marketing platforms, makes a comprehensive solution for managing all aspects of customer relationships and project workflows.


  • Free - Up to 2 seats

  • Basic - $12 per user per month

  • Standard - $14 per user per month

  • Pro - $24 per user per month


Illustration of insightly crm homepage

Insightly serves as a powerful project management and CRM solution, offering functionalities that encompass:

  • The ability to transform sales leads into actionable projects smoothly, ensuring an efficient progression from the point of sale to the execution and delivery stage of project management

  • Establishment of key milestones within a project’s life cycle

  • Tailoring tasks specific to each project for better alignment with goals

  • Implementing pipelines designed for optimal process flow

Insightly is a dynamic CRM and project management platform that streamlines the progression from sales leads to project completion. It allows for the creation of key milestones, aligns tasks with project goals, and provides pipelines for optimized process flow. Users can track project and task progress with integrated time tracking, manage contacts and sales opportunities through a comprehensive CRM, and automate workflows to enhance efficiency. Insightly also boasts robust reporting and dashboard features for a clear view of performance, collaborative tools like shared calendars and task assignments, and integrations with popular apps such as Google Workspace, Microsoft 365, and Slack to boost productivity.


  • Plus - $349 per month plus $29 per user per month

  • Professional - $899 per month plus $49 per user per month

  • Enterprise - $2,599 per month plus $99 per user per month

  • Additional Setup Costs - Aside from the monthly pricing plans, Insightly also has expensive setup fees such as AppConnect technical setup (required) at $3,000 and Guided product onboarding (required) at $1,500 and Premier Support and Success (required) at 20% of license or $3,000 minimum annually.

Zoho CRM

Illustration of Zoho crm home page

Zoho CRM offers a comprehensive project planning suite, with functionalities that enable the creation of milestones, task lists, and subtasks. It also boasts tools for monitoring progress through an array of reports and graphical representations.

The platform’s Projects module is designed to streamline project management by incorporating features like timesheets for accurate time tracking, resource utilization charts to oversee team efficiency, and global timers that aid in coordinating tasks across multiple projects.


  • Free - 2 week free trail

  • Standard - $20 per organization per month plus additional fees per user

  • Professional - $50 per organization per month plus additional fees per user

  • Premium - $100 per organization per month plus additional fees per user

Zoho lacks a modern and intuitive design as it is outdated and not made with flexibility and customizations in mind.

HubSpot CRM

Illustration Hubspot CRM home page

Finally, we must mention HubSpot CRM. This platform is designed to meet the varied needs of different industries by offering customized solutions and integrations specific to each sector. The extensive suite of functionalities provided by HubSpot CRM encompasses a wide range of capabilities, including:

  • Sales Automation: HubSpot CRM automates the sales process, enabling sales teams to spend less time on administrative tasks and more time connecting with customers. Features such as email tracking, meeting scheduling, and pipeline management streamline the workflow and provide valuable insights into sales activities.

  • Marketing Automation: With tools designed to attract, engage, and delight customers, HubSpot's marketing automation system helps in creating effective marketing campaigns. This includes email marketing, social media management, lead nurturing, and analytics to measure campaign performance.

  • Customer Service Tools: To enhance customer support, HubSpot CRM includes ticketing systems, knowledge bases, and customer feedback surveys. These tools help businesses to resolve issues efficiently and improve customer satisfaction.

  • Content Management: HubSpot provides a content management system (CMS) that allows businesses to create and manage website content with ease. This integrated approach ensures that marketing efforts are aligned with CRM data for a cohesive customer experience.

  • Reporting and Analytics: The platform offers detailed analytics and custom reporting options, enabling businesses to gain insights into customer interactions, sales performance, and marketing campaign effectiveness.

  • Integration Capabilities: HubSpot CRM integrates with a variety of other applications and services, allowing for seamless data flow and extended functionality. This includes connections with email services, social media platforms, and productivity tools.

  • Ease of Use: Known for its user-friendly interface, HubSpot CRM simplifies the process of managing customer relationships and project workflows. The intuitive design ensures that team members can quickly adapt to the software and make the most of its features.

By providing a comprehensive suite of tools within a single platform, HubSpot CRM eliminates the need for multiple, disconnected software solutions. This not only streamlines the management of customer relationships and sales processes but also aligns marketing and customer service activities for a unified approach to business growth.


  • Free - Free plan with limited access to features

  • Professional Customer Platform - $1,200 per month plus $50 per user per month

  • Enterprise Customer Platform - $4,000 per month plus $75 per user per month

Implementing a CRM Project Management Solution

After evaluating the top project management and CRM solutions, we’re ready to explore how your organization can successfully incorporate these systems. This entails:

  1. Defining precise objectives

  2. Allocating financial resources accordingly

  3. Selecting a suitable CRM and project management system

  4. Assembling a team solely focused on implementation

  5. Purifying and organizing existing data

  6. Tailoring the CRM to fit specific needs and conducting trials

7.Guiding users through introduction to the system

8.Implementing step-by-step deployment of features

9.Gathering user input for improvements

10.Committing to ongoing enhancement of system functionalities.

Evaluating your needs

Commencing with the deployment of a CRM project management solution requires an analysis of your company’s specific requirements. Crucial aspects to consider include the scale of your team, financial limitations, and whether there is backing from upper management in transitioning to crm project management software.

Opting for a CRM that not only accommodates but also scales with your business growth and boasts compatibility with various other systems is key to securing longevity and enhancing efficiency within your project management processes.

Training and support

It is crucial to provide your team with in-depth training and support after you have assessed your requirements and chosen a suitable CRM project management solution. During the rollout of the CRM project management system, it’s important to provide detailed instructional resources and conduct customized training for different divisions.

Ensuring that employees receive role-specific, process-oriented instruction guarantees they can seamlessly integrate the CRM project management system into their regular responsibilities.

Monitoring progress and success

It is crucial to maintain vigilant oversight of the CRM project management system after it has been effectively implemented and staff training completed. To gauge the success and ascertain the business implications of a CRM project management solution, analyzing established KPIs (Key Performance Indicators) is essential.

To guarantee that the CRM project management solution consistently aligns with corporate goals, it’s important to refine strategies by taking into account both KPI metrics and feedback from users.

Case Study: A Successful CRM and Project Management Integration

To better grasp the benefits that come with integrating CRM and project management, we will examine a case study detailing how Roofs By Peterson successfully achieved this integration to boost their sales. RBP came to Halsell looking for a solution to their unorganized deal flow. They generated deals by word of mouth only and needed a way to implement a direct outreach sales strategy to take their sales to another level.

Company background

Established in 2023, Roofs By Peterson has gained recognition in the Dallas-Forth Worth area as the premier custom homes renovator by providing a one-stop shop to homeowner needs. They started as a roofing company and quickly realized that they needed to provide any every renovation solution that consumers needed from fencing, custom home renovations to shingles or metal roofs.

Challenges faced

Prior to combining CRM and project management tools to their workflow, Roofs By Peterson grappled with the difficulties of overseeing multiple projects and recognized the necessity for automation of routine tasks in order to liberate their employees’ time. Before RBP was implementing a door-to-door sales team to acquire new customers which is time consuming and not very efficient crm solutions.

The integrated solution

In order to overcome their operational hurdles, Roofs By Peterson implemented Halsell's suite of workflow solutions to boost their CRM and project management tools. RBP chose Halsell because of how easy it was to get setup. With other companies, RBP would have to setup a demo five weeks out and speak to consultants for custom setup which extended this even further out but with Halsell it was easy to get setup and fully customize their CRM without the need for a consultant for setup. Halsell provided a no-code, easy to use, all-in-one CRM solution that covered all their needs for their entire sales pipeline.

Results achieved

Following the integration, Roofs By Peterson underwent a profound change in their business procedures and streamlined their sales pipeline. This overhaul, especially within their direct sales outreach efforts, led to a marked growth in acquiring new customers, remodeling custom homes, building new homes and refinishing homeowner roofs. By using Halsell's workspace solutions, their deal flow went through the roof, pun intended, resulting in a company that has gone from a 4 person team to over 15 personnel working at the company. Roofs by Peterson saw a 50% time savings and 500% boost in revenues since working with Halsell.


To sum up, integrating CRM and project management tools can revolutionize business operations and enhance customer relationships. By providing an all-in-one solution, businesses can streamline their workflows, enhance data management, improve team collaboration, and save time and costs. Moreover, by choosing the right CRM project management software that aligns with their specific needs, businesses can ensure a more efficient and effective workflow.

In conclusion, the integration of CRM and project management is a game-changer in today’s fast-paced and tech-saturated business environment. It’s not just a trend, but a progressive step towards enhancing business processes and customer relationships. So, isn’t it about time your business took this leap? Check out Halsell for free today.

Frequently Asked Questions

What is CRM?

CRM stands for Customer Relationship Management, which is a strategy focused on managing interactions with customers and clients to enhance satisfaction and boost sales.

What is the role of project management?

Project management is responsible for ensuring that a project is completed within the allocated budget and timeline by strategizing how to accomplish objectives, enhancing communication among team members, and consistently delivering outcomes on schedule.

What are the main features of a good CRM project management software?

Efficient CRM project management software ought to provide visibility into data in real-time, feature capabilities for lead management, support integrations with third-party applications and include workflow automation to boost both productivity and efficiency.